S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.27B
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,448
New
Increased
Reduced
Closed

Top Buys

1 +$9.56M
2 +$8.43M
3 +$6.1M
4
BND icon
Vanguard Total Bond Market
BND
+$4.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.95M

Top Sells

1 +$8.5M
2 +$7.91M
3 +$5.97M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.47M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.74M

Sector Composition

1 Technology 10.09%
2 Consumer Discretionary 4.46%
3 Financials 4.41%
4 Healthcare 2.8%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$9.48K ﹤0.01%
147
-28
2377
$9.45K ﹤0.01%
259
-26
2378
$9.39K ﹤0.01%
277
2379
$9.36K ﹤0.01%
170
-66
2380
$9.34K ﹤0.01%
+142
2381
$9.33K ﹤0.01%
55
+2
2382
$9.33K ﹤0.01%
100
2383
$9.24K ﹤0.01%
1,268
2384
$9.24K ﹤0.01%
402
-93
2385
$9.2K ﹤0.01%
371
2386
$9.17K ﹤0.01%
86
2387
$9.14K ﹤0.01%
210
2388
$9.09K ﹤0.01%
890
2389
$9.07K ﹤0.01%
621
-14
2390
$9.07K ﹤0.01%
366
+80
2391
$9.01K ﹤0.01%
81
-6
2392
$9K ﹤0.01%
3,193
+1,534
2393
$9K ﹤0.01%
1,106
+81
2394
$8.99K ﹤0.01%
1,413
2395
$8.98K ﹤0.01%
503
-221
2396
$8.97K ﹤0.01%
235
2397
$8.96K ﹤0.01%
87
-1
2398
$8.93K ﹤0.01%
20
+5
2399
$8.89K ﹤0.01%
215
-6
2400
$8.89K ﹤0.01%
228
-105